BofA Securities Reaffirms Buy on Meta, $810 PT

BofA Securities analyst Justin Post reiterated a Buy rating and $810 price target on Meta Platforms Inc. (NASDAQ: META)

“At Connect 2026, Meta’s CEO Mark Zuckerberg led the keynote with Muse, putting the recently launched personal agent at the top of the agenda for the event.

Meta highlighted Muse as a key milestone in its strategy to bring personal intelligence to everyone and noted strong initial consumer traction (“the response has been incredible”) and several upcoming product upgrades.

The company also highlighted strong partner momentum, with new partnerships including Walmart, Best Buy, Shopify, Expedia, Instacart, etc.

Meta is also bringing Muse to smart glasses, enabling voice-driven assistance across use cases such as communication, workouts, shopping, etc.

Importantly, Meta provided a view into the Muse monetization strategy, Meta plans to monetize the agent through a take rate model (no take rates currently), capturing a commission on transactions completed through the agent.

Our Take: Muse seems off to a strong start with user and partner momentum, and Meta is actively building awareness.

We expect Muse integration across all Meta products, and integration with Reality Labs devices (see below) could be a “killer app” that Meta RL hardware has been missing.

We would look for greater Muse integration with Facebook and Instagram in the future.”

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